See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,569 | $73,867-73.5% | $143,757-86.4% | $68,494-71.4% |
| Participation rate | 78.8% | 66.7%+12.1pp | 80.3%-1.5pp | 67.9%+10.9pp |
| Annual return | -19.66% | 1.01%-20.7pp | -0.04%-19.6pp | -7.84%-11.8pp |
| Employer contribution / active EE | $1,263 | $3,184-60.3% | $4,951-74.5% | $2,596-51.4% |
| Participant deferral / active EE | $1,918 | $3,384-43.3% | $5,637-66.0% | $4,027-52.4% |
| Admin fee / account holder | $1,093 | $5,755-81.0% | $14,673-92.5% | $5,403-79.8% |